Data Analyst

Integrity•Mesa, AZ

About The Position

The Quality Assurance & Data Coordinator supports the Business Systems, Data, CRM Management, and Quality Assurance function. The role maintains accurate CRM records, updates Ready-to-Sell (RTS) and carrier appointment information, completes routine quality reviews and reconciliations, and prepares reports. The Coordinator partners with Contracting and other business teams to research data discrepancies, complete approved updates, and escalate exceptions according to established procedures. This position is suited to someone who is detail-oriented, organized, comfortable working with data and systems, and able to manage recurring deadlines accurately. Fidelis Consultants, an Integrity Company, is a health insurance brokerage serving the Medicare and health insurance markets, based in Gilbert, Arizona. Integrity describes its work culture as family-like and people-focused, with professional opportunities and a competitive compensation package that includes benefits. The company is an equal opportunity employer and provides reasonable accommodations for qualified individuals with disabilities.

Requirements

Experience in administrative support, data entry, CRM maintenance, quality assurance, contracting, or operations is preferred.
Strong attention to detail and ability to enter, review, and compare high-volume data accurately.
Working knowledge of CRM systems, Microsoft Excel, and Microsoft Office applications, with ability to learn new tools and processes.
Strong organizational, research, and follow-through skills, with ability to manage recurring deadlines and priorities.
Ability to identify discrepancies, follow established procedures, complete approved updates, and escalate exceptions appropriately.
Clear written and verbal communication skills and ability to work effectively across teams.
Ability to handle confidential information with discretion.

Nice To Haves

Insurance, licensing, contracting, carrier appointment, or Medicare experience preferred.

Responsibilities

Maintain accurate agent, agency, carrier, contract, and appointment information in the CRM and related systems.
Review CRM records for duplicate, incomplete, inaccurate, or inconsistent information and make approved corrections.
Assist with routine data maintenance, cleanup, and reconciliation activities.
Prepare recurring CRM reports, lists, and data validations for Contracting, Sales, Operations, and leadership.
Maintain weekly Ready-to-Sell (RTS) reporting and current RTS and state appointment information.
Compare RTS, licensing, certification, and appointment data across the CRM, carrier reports, and related systems.
Research routine discrepancies, complete approved corrections, and escalate exceptions requiring additional review.
Maintain supporting documentation and accurate records for RTS and appointment updates.
Communicate recurring data issues and findings to support follow-up, process improvement, and training.
Track certification launches, blackout periods, and other operational updates affecting agent readiness.
Prepare routine and requested CRM, RTS, appointment, and data-quality reports, and communicate exceptions or follow-up needs.
Assist with special projects, user testing, data cleanup or conversion activities, and process documentation as assigned.
Partner with team members to resolve routine data issues and complete time-sensitive updates accurately.